Sales management software that follows every sale to payment.
From the first quotation to the last payment, keep each sale in one place and know what is closed, what is open and what is still unpaid.
- ✔ Quotation to order to invoice
- ✔ Order and payment status
- ✔ Customer history and dues
- ✔ Dashboard and top buyers
- ✔ Employee-wise sales
- ✔ WhatsApp and email updates
A sale does not end at the invoice
Selling is a chain: an enquiry, a price, an order, a delivery, an invoice and finally the money. When each step lives in a different notebook or chat, things fall through the gaps. A quote is forgotten, a delivery is not billed or a payment is never chased.
Effy Order keeps the whole chain on one record. A quotation can be turned into an order, the order carries its status and its payment status, and the invoice, the delivery challan and the receipts are all made from it.
Know your customers and your dues
Each customer is saved when you first bill them, with every order they have placed and the balance they still owe. Before you accept a big order on credit you can see their history. When you follow up, you know the exact amount.
The dashboard adds the bigger picture: daily and monthly order trends, top products and top buyers. If you record who made each sale, the plans with employee tracking let you compare sales by team member.
Quotation, order, delivery, invoice
Each stage reuses what was entered in the stage before, so nothing is typed twice.
- Quotations that convert into orders.
- Order status: Initiated, In Progress, Completed.
- Delivery challans printed from the order.
- Invoices and estimates from the same order.
Chase payments with the right numbers
Payment status and pending amounts are always visible, per order and per customer.
- Payment status: Pending, Partially Paid, Paid.
- Payment-in receipts for later payments.
- Customer advance adjustment.
- Pending balance per customer.
See who and what drives sales
Use the numbers to decide where to spend your time.
- Top products and top buyers on the dashboard.
- Customer-wise sales reports.
- Optional notification by WhatsApp and email.
- Sold-by tracking where employee tracking is enabled.
Frequently asked questions
What is sales management software?
Sales management software helps you follow each sale from quotation and order to invoice and payment, and shows customer history, dues and sales trends.
Can I turn a quotation into an order?
Yes. An approved quotation can be converted into an order with the items, prices and discounts already filled in.
How do I see which customers have not paid?
Each order has a payment status and each customer shows a pending balance, so you can list who owes money and how much.
Can I see my best customers and products?
Yes. The dashboard shows top products and top buyers, and customer-wise sales reports are available.
Can I track sales by employee?
Yes, on the plans that include employee tracking. You can record who made each sale and look at sales employee by employee.
Does Effy Order tell customers about their order?
Yes. Order notifications can be sent to customers by WhatsApp and email.
Start billing smarter today
Plans starting at ₹199/mo with a 30-day free trial. No hidden fees — upgrade anytime as you grow.